Intuitive Machines, Inc.

NasdaqGM:LUNR Lagerbericht

Marktkapitalisierung: US$5.6b

Intuitive Machines Management

Management Kriterienprüfungen 3/4

Intuitive Machines CEO ist Steve Altemus , ernannt in Feb 2023, hat eine Amtszeit von 3.25 Jahren. Die jährliche Gesamtvergütung beträgt $5.07M , bestehend aus 14.5% Gehalt und 85.5% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.25% der Aktien des Unternehmens, im Wert von $13.86M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.1 Jahre bzw. 3.3 Jahre.

Wichtige Informationen

Steve Altemus

Geschäftsführender

US$5.1m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts14.46%
Amtszeit als Geschäftsführer3.3yrs
Eigentum des Geschäftsführers0.2%
Durchschnittliche Amtszeit des Managements3.1yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder3.3yrs

Jüngste Management Updates

Recent updates

Strategic Expansion Meets Valuation Reality at $23

Balancing High-Growth Potential with Capital Dilution ​Intuitive Machines (LUNR) has successfully shifted from a high-risk startup to a Lunar Infrastructure Prime, backed by a $943M backlog and a strategic pivot toward high-margin data services via the Lanteris acquisition. While the trajectory toward positive Adjusted EBITDA in 2026 is clear, the current stock price reflects a "perfection premium" that overlooks recent share dilution.

Intuitive Machines: Liftoff Has Just Started (Rating Upgrade)

Apr 20

LUNR: Future Lunar Contracts And Ongoing Equity Dilution Will Pressure Shares

Analysts have lifted their average price target for Intuitive Machines by roughly $10 to align with a fair value estimate of about $12.09 per share, citing higher revenue and margin assumptions supported by a wave of recent target increases from firms across the Street. Analyst Commentary Street research around Intuitive Machines has centered on how its lunar infrastructure plans and related services could support future revenue and earnings, with several firms updating price targets and estimates in recent months.

LUNR: Lunar Contract Uncertainty And Equity Dilution Will Pressure Shares

Analysts have lifted the implied fair value for Intuitive Machines by about $2.27 per share to $12.86, reflecting a series of recent target price increases and higher estimates that lean on stronger revenue expectations, a slightly lower discount rate, and updated long term P/E assumptions. Analyst Commentary Recent Street research on Intuitive Machines centers on updated price targets, revised estimates, and views on the company’s shifting business mix toward recurring revenue opportunities tied to lunar infrastructure, communications, and mobility services.

LUNR: Lunar Commercialization And New Capital Raise Will Drive Future Contracts

Analysts have raised the base price target for Intuitive Machines from $15.50 to about $22.28, citing higher revenue and margin assumptions, reduced risk estimates, and an increased future P/E multiple influenced by recent upward price target revisions and estimate updates across several firms. Analyst Commentary Recent Street research around Intuitive Machines has become more active, with several firms updating price targets and estimates and revisiting their views on the company’s growth path and risk profile.

LUNR: Lunar Commercialization Funding Will Support Shift To Recurring Revenue

Analysts have maintained their fair value estimate for Intuitive Machines at $26.00 while making slight adjustments to underlying assumptions. They point to recent price target changes in the $16.00 to $25.00 range and cite confidence in lunar commercialization, new funding flexibility, and the potential for upcoming NASA contract decisions.

LUNR: Lunar Services And Recurring Revenue Shift Will Support Next Space Prime

The Street’s average price target for Intuitive Machines has moved higher by several dollars into the low to mid $20s, as analysts point to a larger addressable lunar services market, the company’s Near Space Network and Moon RACER offerings, and a gradual shift toward more recurring revenue as key supports for the new targets. Analyst Commentary Bullish analysts are framing Intuitive Machines as a key beneficiary of growing interest in commercial and government lunar activity, and recent research updates cluster around price targets in the low to mid US$20s.

LUNR: Recurring Revenue Shift Will Drive Next Generation Space Prime Positioning

Analysts have lifted their implied fair value for Intuitive Machines from $20.00 to $26.00, as recent price target increases and commentary highlight both growing interest in its shift toward more recurring revenue and a mixed but engaged view of contract-related risks around upcoming NASA awards. Analyst Commentary Recent Street research on Intuitive Machines reflects a mix of enthusiasm for the business model pivot and caution around contract outcomes, especially NASA programs.

LUNR: Political Uncertainty Around Lunar Contract Will Pressure Shares

Analysts have nudged their fair value estimate for Intuitive Machines higher to $10.60. This reflects recent increases in Street price targets to a range of $9.50 to $25 and growing focus on the company's push toward more recurring revenue and potential contract wins, despite political and award timing risks.

Revenues Tell The Story For Intuitive Machines, Inc. (NASDAQ:LUNR) As Its Stock Soars 47%

Jan 14
Revenues Tell The Story For Intuitive Machines, Inc. (NASDAQ:LUNR) As Its Stock Soars 47%

LUNR: Recurring Revenue Shift And Lanteris Integration Will Define Consolidation Outcomes

Analysts have lifted their fair value estimate for Intuitive Machines from US$18.50 to US$20.00, citing higher modeled revenue growth, a lower future P/E multiple of 53.61, and recent research that highlights the shift toward recurring revenue and expanded contracting opportunities after the Lanteris acquisition. Analyst Commentary Bullish analysts frame Intuitive Machines as a company in the middle of an important shift, with growing attention on recurring revenue, scale, and its potential role in future space programs.

LUNR: Execution Risks And Space Consolidation Wave Will Pressure Shares

Analysts have nudged their average price target for Intuitive Machines higher, from about $8.83 to roughly $10.33, citing stronger long term revenue growth expectations following the Lanteris acquisition and industry consolidation tailwinds, even as they temper profit margin and valuation assumptions. Analyst Commentary Bearish analysts acknowledge that Intuitive Machines is positioned to benefit from growing demand in the space sector, but they continue to frame the stock as a high execution risk story with limited valuation support at current levels.

LUNR: Recent Acquisition Will Drive New Contract Wins Across Key Sectors

Analysts have nudged up their fair value estimate for Intuitive Machines to $15.50 from $15.38. This change reflects an improved revenue growth outlook and heightened opportunities resulting from recent industry consolidation and strategic acquisitions.

Intuitive Machines, Inc.'s (NASDAQ:LUNR) 27% Cheaper Price Remains In Tune With Revenues

Nov 26
Intuitive Machines, Inc.'s (NASDAQ:LUNR) 27% Cheaper Price Remains In Tune With Revenues

LUNR: Expanding Service Offerings Will Drive Contract Opportunities And Sector Confidence

Analysts have modestly decreased their fair value estimate for Intuitive Machines from $15.43 to $15.38. This adjustment is attributed to tempered revenue forecasts and project timing, even though management has taken steps to expand contract opportunities and strengthen the company's financial position.

LUNR: Financial Flexibility From Successful $300M Convertible Will Drive Future Momentum

Analysts have slightly revised their price targets for Intuitive Machines, with minor adjustments reflecting both softer guidance because of government contract delays and improved financial flexibility following a successful convertible note offering. Analyst Commentary Analyst coverage of Intuitive Machines reflects a mix of optimism around the company’s recent financial maneuvers as well as concerns regarding execution risks and revenue predictability.

Expanding Lunar And Deep Space Markets Will Drive Long-Term Success

Analysts have modestly increased their fair value estimate for Intuitive Machines from $14.38 to $15.43 per share. They cite resilient investor demand and improved financial flexibility, despite recent adjustments to project timelines and fiscal outlooks.

Investors Appear Satisfied With Intuitive Machines, Inc.'s (NASDAQ:LUNR) Prospects As Shares Rocket 29%

Oct 03
Investors Appear Satisfied With Intuitive Machines, Inc.'s (NASDAQ:LUNR) Prospects As Shares Rocket 29%

Expanding Lunar And Deep Space Markets Will Drive Long-Term Success

Analyst price targets for Intuitive Machines edged slightly lower to $14.38 as concerns over delayed mission launches and weaker Q2 results outweighed optimism from successful convertible debt issuance and improved financial flexibility. Analyst Commentary Bearish analysts cite lower Q2 results due to charges from internal investment in Near Space Network Systems and delay of the IM-3 lander mission launch to 2H 2026, increasing concerns around revenue visibility and a less attractive civil space orientation.

Intuitive Machines, Inc.'s (NASDAQ:LUNR) P/S Is Still On The Mark Following 34% Share Price Bounce

Jul 24
Intuitive Machines, Inc.'s (NASDAQ:LUNR) P/S Is Still On The Mark Following 34% Share Price Bounce

US$15.93 - That's What Analysts Think Intuitive Machines, Inc. (NASDAQ:LUNR) Is Worth After These Results

May 15
US$15.93 - That's What Analysts Think Intuitive Machines, Inc. (NASDAQ:LUNR) Is Worth After These Results

Intuitive Machines: Execution Risk Likely Caps Near-Term Upside

Apr 28
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Government Reforms And NASA Contracts Will Expand Commercial Services

Expansion into new markets and service models could broaden service footprint and potentially increase revenue.

Intuitive Machines Stock: Surges On Profit Outlook

Mar 24

Intuitive Machines Stock: Knocked Over But Not Out

Mar 07

Intuitive Machines: Shareholder Dilution And $438 Million Cash Raise Are Extremely Good News

Feb 05

Intuitive Machines: Buy In On The Huge $4.8 Billion Win

Jan 24

Intuitive Machines Has A High-Growth Trajectory With NSNS

Jan 14

Intuitive Machines Is Cool And Overvalued

Jan 06

Intuitive Machines Deserves A Spot In Your Portfolio, Just Wait For A Better Entry (Technical Analysis)

Dec 05

Intuitive Machines: Why This Stock Has More Room To Run

Nov 26

Sell The Intuitive Machines Pop

Nov 10

Intuitive Machines Is About To Blow The Thrusters For Cash Flow

Oct 01

Intuitive Machines Stock Surges On Huge $4.8 Billion Contract

Sep 24

Intuitive Machines Rockets Higher On NASA Contract

Sep 18

Intuitive Machines Wins New Moon Landing Contract, But Stock Dilution Is A Huge Risk

Sep 04

Intuitive Machines: Dependence On NASA Is A Short-Term Risk

Aug 28

Intuitive Machines Stock: It's Time To Buy (Rating Upgrade)

Aug 19

Intuitive Machines: Capitalizing On Strong Growth From NASA Service Contracts

Jul 25

Intuitive Machines: The Only Play For The Final Frontier

Apr 23

Intuitive Machines Unlocks New Achievement, But Caution Is Warranted

Feb 16

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Steve Altemus im Vergleich zu den Einnahmen von Intuitive Machines verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Dec 31 2025US$5mUS$733k

-US$84m

Sep 30 2025n/an/a

-US$133m

Jun 30 2025n/an/a

-US$182m

Mar 31 2025n/an/a

-US$138m

Dec 31 2024US$5mUS$729k

-US$284m

Sep 30 2024n/an/a

-US$76m

Jun 30 2024n/an/a

US$13m

Mar 31 2024n/an/a

US$23m

Dec 31 2023US$710kUS$699k

US$111m

Sep 30 2023n/an/a

US$71m

Jun 30 2023n/an/a

US$26m

Mar 31 2023n/an/a

-US$10m

Dec 31 2022US$652kUS$491k

US$0

Sep 30 2022n/an/a

-US$40m

Jun 30 2022n/an/a

-US$29m

Mar 31 2022n/an/a

-US$29m

Dec 31 2021US$488kUS$380k

-US$36m

Vergütung im Vergleich zum Markt: SteveDie Gesamtvergütung ($USD5.07M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD8.73M).

Entschädigung vs. Einkommen: SteveDie Bezüge der Mitarbeiter sind gestiegen, während das Unternehmen unrentabel ist.

Geschäftsführer

Steve Altemus (61 yo)

3.3yrs
Amtszeit
US$5,066,113
Vergütung

Mr. Stephen J. Altemus, also known as Steve, is Co-Founder of Intuitive Machines, Inc. (also known as Inflection Point Acquisition Corp.) and serves as its Chief Executive Officer from February 13, 2023 an...

Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Kamal Ghaffarian
Co-Founder & Chairman3.3yrsUS$355.00k2.26%
$ 126.0m
Stephen Altemus
Co-Founder3.3yrsUS$5.07m0.25%
$ 13.9m
Timothy Crain
Co- Founder13.3yrsUS$1.84m0.043%
$ 2.4m
Peter McGrath
Senior VP & CFO1.7yrsUS$1.86m0.071%
$ 4.0m
Steven Vontur
Chief Accounting Officer & Controller3.8yrskeine Daten0.023%
$ 1.3m
Ben Bussey
Chief Scientistno datakeine Datenkeine Daten
Stephen Zhang
Head of Investor Relationsno datakeine Datenkeine Daten
Anna Jones
Senior VP3.2yrsUS$678.01k0.035%
$ 2.0m
Jade Marcantel
Chief Human Capital Officer3yrskeine Datenkeine Daten
Jack Fischer
Senior VP & Chief Integration Officer1.7yrskeine Datenkeine Daten
James Frelk
Senior Vice President of Data Services1.2yrskeine Datenkeine Daten
Trent Martin
Senior Vice President of Experiment Flight Systemsno datakeine Datenkeine Daten
3.1yrs
Durchschnittliche Betriebszugehörigkeit
59yo
Durchschnittliches Alter

Erfahrenes Management: LUNRDas Führungsteam des Unternehmens gilt als erfahren (3.1 Jahre durchschnittliche Betriebszugehörigkeit).

Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Kamal Ghaffarian
Co-Founder & Chairman3.3yrsUS$355.00k2.26%
$ 126.0m
Stephen Altemus
Co-Founder3.3yrsUS$5.07m0.25%
$ 13.9m
Nicole Seligman
Independent Director2.9yrsUS$277.50k0.011%
$ 637.7k
Michael Blitzer
Independent Director3.3yrsUS$295.00k1.17%
$ 65.1m
Robert Masson
Independent Director3.3yrsUS$290.00k0.011%
$ 637.7k
William Liquori
Independent Director3.3yrsUS$287.50k0.039%
$ 2.2m
3.3yrs
Durchschnittliche Betriebszugehörigkeit
58.5yo
Durchschnittliches Alter

Erfahrener Vorstand: LUNRDie Vorstandsmitglieder gelten als erfahren (3.3 Jahre durchschnittliche Amtszeit).

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/03 07:03
Aktienkurs zum Tagesende2026/05/01 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Intuitive Machines, Inc. wird von 10 Analysten beobachtet. 9 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Ronald EpsteinBofA Global Research
Michael CrawfordB. Riley Securities, Inc.
Austin MoellerCanaccord Genuity